Associating Campaigns & Deals
Adding Campaigns to Existing Deals
1. Navigate to one of your HubSpot deals.
2. Click on "Associated Campaign."
3. Click the "Search" field.
Tip: The dropdown includes the names of all HubSpot campaigns. Searching is the best way to find what you're looking for.
4. Once you find the right campaign, click on the name to select it.
Adding Campaigns when Creating a Deal
5. Click "Create deal"
6. Add a name for your deal (or if you create the campaign from the company record, it will add a deal name automatically). Make sure to fill out all the required fields.
7. Click on the "Associated Campaign" field.
8. Search for the campaign and select it.
9. Click "Create"
